Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 301 | BP | BP PLC | Energy | 1,342.0 | $47K | 0.02% | NEW | — | $34.74 | +20.9% |
| 302 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 217.0 | $45K | 0.02% | NEW | — | $209.03 | +19.7% |
| 303 | WAB | WABTEC | Industrials | 207.0 | $44K | 0.02% | NEW | — | $213.72 | +20.7% |
| 304 | WDC | WESTERN DIGITAL CORP | Technology | 251.0 | $43K | 0.02% | NEW | — | $172.17 | +183.1% |
| 305 | GD | GENERAL DYNAMICS CORP | Industrials | 126.0 | $42K | 0.02% | NEW | — | $336.66 | +10.1% |
| 306 | USA | LIBERTY ALL STAR EQUITY FD | Financial Services | 6,709.0 | $42K | 0.02% | NEW | — | $6.28 | -8.1% |
| 307 | TEL | TE CONNECTIVITY PLC | Technology | 185.0 | $42K | 0.02% | NEW | — | $227.35 | -10.6% |
| 308 | MSI | MOTOROLA SOLUTIONS INC | Technology | 106.0 | $41K | 0.02% | NEW | — | $384.78 | +6.7% |
| 309 | NVO | NOVO-NORDISK A S | Healthcare | 795.0 | $40K | 0.02% | NEW | — | $50.91 | -2.6% |
| 310 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 245.0 | $40K | 0.02% | NEW | — | $161.93 | +19.0% |
| 311 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 408.0 | $39K | 0.02% | NEW | — | $95.35 | -54.1% |
| 312 | FTV | FORTIVE CORP | Technology | 667.0 | $37K | 0.01% | NEW | — | $55.22 | +10.4% |
| 313 | AIR | AAR CORP | Industrials | 435.0 | $36K | 0.01% | NEW | — | $82.83 | +63.8% |
| 314 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 1,248.0 | $36K | 0.01% | NEW | — | $28.82 | -10.3% |
| 315 | DD | DUPONT DE NEMOURS INC | Basic Materials | 894.0 | $36K | 0.01% | NEW | — | $40.22 | +237.6% |
| 316 | L | LOEWS CORP | Financial Services | 339.0 | $36K | 0.01% | NEW | — | $105.37 | +8.7% |
| 317 | KLAC | KLA CORP | Technology | 29.0 | $36K | 0.01% | NEW | — | $1225.59 | -83.1% |
| 318 | LNG | CHENIERE ENERGY INC | Energy | 177.0 | $34K | 0.01% | NEW | — | $194.39 | +36.3% |
| 319 | GEV | GE VERNOVA INC | Utilities | 52.0 | $34K | 0.01% | NEW | — | $653.94 | +65.0% |
| 320 | VOX | VANGUARD WORLD FD | — | 175.0 | $34K | 0.01% | NEW | — | $193.66 | -2.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
32.4%
Financial Services
22.8%
Communication Services
11.3%
Consumer Cyclical
10.8%
Healthcare
8.4%
Industrials
6.1%
Consumer Defensive
2.8%
Basic Materials
2.0%
Utilities
1.4%
Real Estate
1.1%